FAQ

What makes Lindsey Wealth Management unique?

Our people make us unique. No one cares how much you know, until you know how much you care. Anyone can invest your money, but the key is giving you the best advice. We use our education and ability to listen to give you the best advice. We believe advice will always trump investments.

Are you a fiduciary?

Yes. A fiduciary is a person who must place the client’s interest ahead of his or her own. Fiduciaries must also disclose what their fees are, how they’re compensated, and any other conflicts or potential conflicts of interest that might influence an individual's decision to use their services. In contrast, non-fiduciary financial advisors (brokers/dealers) might receive a commission in exchange for selling you a particular investment that isn’t the best for you—and not tell you how they’ve profited from it.

We use Pershing, LLC as our primary custodian. Pershing, LLC is a subsidiary of The Bank of New York Melon. Pershing has $1.5 trillion in assets under administration. The bank of New York Mellon has more than $28 trillion in assets in custody. Bank of New York Mellon is the world’s largest global custodian.

How do you charge for your services?

We are structured as a Fee-Only Registered Investment Advisor. Will bill quarterly in the arrears based on the average daily account balance that is pro-rated for the quarter. We try to keep your all-in cost below 2%. All-in cost includes our management fee, trading cost, and internal fee of exchange traded funds. To see a full breakdown, please click here or on the Disclosure Brochure at the bottom of the page.

Do you provide Investment Policy Statements?

Yes. We will provide an Investment Policy Statement to clients who have more than $25,000 invested under most circumstances.

What is your investment philosophy?

Our number-one rule is to try not to lose money. We try to mitigate the losses on your investment by managing risk. One of the easiest ways to lower your risk is to move your assets to cash.

What is your minimum account size?

Our minimum is $25,000.

What are the returns on your portfolio?

We do not have a portfolio to steer our clients into. Every client will have different returns depending on the amount of risk they are will to take. The portfolio is custom built to fit you.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Before investing in any product, consider your investing goals, time horizon, and risk tolerance, and the product’s investment objectives, options, risks, charges, and expenses. Past performance is not indicative of future results. There is always a risk of loss when investing in securities. Investment products are not guaranteed or insured by the Federal Deposit Insurance Corporation. The information on this site was drawn from sources considered reliable, but their accuracy and completeness is not guaranteed. We are not responsible for the content of any non-Lindsey Wealth Management websites linked to or from this website. Nothing on this website may be construed as a recommendation to buy or sell any particular investment product, or as a solicitation of business outside the state of Indiana. Investment advice offered through Lindsey Wealth Management, LLC, a Registered Investment Advisor.